Earnings History
EPS actual vs estimate, surprise %, beat rate, next earnings date
14
Avg Surprise-177.8%
Next ReportNov 02, 2026
Period
Report
EPS Actual
EPS Est
Surprise
June 30, 2026
Aug 10, 2026
$-0.10
$-0.06
-74.8%
March 31, 2026
$-0.14
$-0.11
-26.0%
Dec. 31, 2025
$-0.07
$0.02
-403.0%
Sept. 30, 2025
$-0.34
$-0.08
-320.8%
June 30, 2025
$-0.16
$-0.08
-94.6%
March 31, 2025
$-0.20
$-0.08
-147.5%
Full Fundamentals
All metrics by year — income statement, balance sheet, cash flow
15
Income Statement11
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue
$1.01B
$918M
$884M
$859M
$847M
$786M
$927M
$960M
$994M
$1.04B
$1.29B
$1.11B
SG&A Expense
$32M
$28M
$29M
$27M
$30M
$30M
$23M
$24M
$28M
$28M
$30M
$29M
Operating Expenses
$1.13B
$959M
$871M
$926M
$916M
$773M
$860M
$935M
$931M
$945M
$1.20B
$1.05B
Interest Expense
·
·
·
$217M
$193M
$76M
$138M
$183M
$172M
$164M
$212M
$191M
Income Tax
$-2M
$-1M
$-494.0K
$705.0K
$7M
$-447.0K
$2M
$-4M
$16M
$722.0K
$-3M
$-4M
Net Income
$-197M
$-194M
$-274M
$-66M
$14M
$-230M
$97M
$69M
$162M
$555M
$523M
$1.61B
EPS (Basic)
$-0.78
$-0.88
$-1.28
$-0.31
$0.07
$-1.58
$0.68
$0.42
$1.02
$3.52
$3.08
$10.46
EPS (Diluted)
$-0.78
$-0.88
$-1.28
$-0.31
$0.07
$-1.58
$0.68
$0.42
$1.02
$3.52
$3.08
$10.45
Shares (Basic)
254,216,000
221,845,000
215,548,000
215,031,000
198,070,000
146,232,000
141,340,000
141,142,000
141,877,000
146,599,000
157,916,000
143,144,000
Shares (Diluted)
254,216,000
221,845,000
215,548,000
215,031,000
198,070,000
146,232,000
141,340,000
141,144,000
141,913,000
146,711,000
158,060,000
143,291,000
EBITDA
$368M
$306M
$296M
$302M
$324M
$326M
$338M
$335M
·
$355M
$471M
·
Balance Sheet11
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Cash & Equivalents
$280M
$90M
$95M
$100M
$112M
$465M
$100M
$103M
$91M
$94M
$87M
$85M
Intangibles
·
·
·
·
$36M
$48M
$32M
$46M
$60M
$84M
$140M
$268M
Total Assets
$8.37B
$8.57B
$7.51B
$8.09B
$8.35B
$9.18B
$8.85B
$9.03B
$9.61B
$9.96B
$11.24B
$13.12B
Total Liabilities
$5.84B
$5.72B
$4.99B
$5.14B
$5.17B
$6.74B
$6.02B
$5.84B
$5.64B
$5.53B
$6.16B
$7.08B
Long-term Debt
$5.07B
$4.89B
$4.14B
$4.24B
$4.42B
$4.56B
·
·
·
·
·
·
Common Stock
$3M
$3M
$2M
$2M
$2M
$1M
$1M
$1M
$1M
$1M
$2M
$2M
Retained Earnings
$-3.78B
$-3.41B
$-3.06B
$-2.64B
$-2.44B
$-2.34B
$-1.94B
$-1.61B
$-830M
$-489M
$-213M
$597M
AOCI
$-9.0K
$-34.0K
$-952.0K
$632.0K
$-24.0K
$-8M
$-9M
$-4M
$-42.0K
$0
·
·
Stockholders' Equity
$2.45B
$2.76B
$2.45B
$2.87B
$3.05B
$2.26B
$2.63B
$2.95B
$3.68B
$4.11B
$4.72B
$5.64B
Liabilities + Equity
$8.37B
$8.57B
$7.51B
$8.09B
$8.35B
$9.18B
$8.85B
$9.03B
$9.61B
$9.96B
$11.24B
$13.12B
Shares Outstanding
256,990,913
252,925,496
215,976,614
215,241,129
214,797,057
149,770,575
141,407,650
141,221,712
140,993,985
143,958,036
154,404,986
158,201,996
Cash Flow14
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
D&A
$368M
$306M
$296M
$302M
$324M
$326M
$338M
$335M
$341M
$355M
$471M
$388M
Stock-based Comp
$18M
$12M
$13M
$18M
$14M
$14M
$12M
$27M
$31M
$33M
$28M
$29M
Deferred Tax
$-2M
$-1M
$-494.0K
$705.0K
$7M
$-8.0K
$1M
$-3M
$16M
$546.0K
$-3M
$-4M
Amort. of Intangibles
·
·
·
·
·
·
·
·
·
·
$69M
$53M
Other Non-cash
$135M
$161M
$261M
$83M
$-74M
$30M
$-99M
$-84M
·
$-527M
$-479M
·
Operating Cash Flow
$322M
$283M
$296M
$338M
$286M
$125M
$355M
$344M
$386M
$430M
$555M
$401M
Investing Cash Flow
$-325M
$20M
$53M
$-1M
$235M
$-203M
$-112M
$176M
$179M
$454M
$-101M
$-256M
Net Debt Issued
$-257M
$-2.02B
$-863M
$-334M
$-2.02B
$-34M
$-1.57B
·
·
·
·
·
Stock Issued
·
$657M
·
$-183.0K
$830M
$0
$0
·
·
·
$0
$0
Stock Repurchased
·
·
·
·
·
·
$0
$0
$221M
$800M
$400M
$0
Net Stock Activity
·
$657M
·
$-183.0K
$830M
·
$0
$0
·
$-800M
$-400M
·
Dividends Paid
$188M
$161M
$159M
$186M
$143M
$180M
$475M
$454M
$444M
$779M
$787M
$386M
Financing Cash Flow
$199M
$-316M
$-339M
$-322M
$-837M
$446M
$-278M
$-514M
$-566M
$-868M
$-452M
$-130M
Net Change in Cash
$195M
$-13M
$9M
$14M
$-316M
$368M
$-35M
$6M
$-3M
$8M
$2M
$15M
Profitability4
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Net Margin
-19.4%
-21.1%
-31.0%
-7.7%
1.7%
-31.2%
11.1%
7.2%
·
53.3%
40.6%
·
EBITDA Margin
36.3%
33.3%
33.5%
35.2%
38.3%
41.5%
36.4%
34.8%
·
34.1%
36.6%
·
ROA
-2.3%
-2.4%
-3.5%
-0.80%
0.16%
-2.7%
1.1%
0.74%
·
5.2%
4.3%
·
ROE
-7.6%
-7.5%
-10.3%
-2.2%
0.54%
-10.0%
3.7%
2.1%
·
12.6%
10.1%
·
Efficiency1
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Asset Turnover
0.1
0.1
0.1
0.1
0.1
0.1
0.1
0.1
·
0.1
0.1
·
Per Share7
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Book Value / Share
$9.53
$10.90
$11.33
$13.31
$14.18
$15.07
$18.61
$20.89
·
$28.52
$30.54
·
Revenue / Share
$3.99
$4.14
$4.10
$4.00
$4.28
$5.38
$6.56
$6.80
·
$7.10
$8.15
·
Cash Flow / Share
$1.27
$1.28
$1.37
$1.57
$1.45
$0.85
$2.51
$2.44
·
$2.85
$3.42
·
Cash / Share
$1.09
$0.36
$0.44
$0.47
$0.52
$3.11
$0.71
$0.73
·
$0.65
$0.56
·
Dividend / Share
·
·
·
·
·
·
$3.00
$2.97
$2.87
$2.75
$6.63
·
Dividend Paid / Share
$0.68
$0.68
$0.68
$0.62
$0.60
$1.55
$3.00
$2.97
·
·
$4.63
$2.51
EPS (TTM)
$-0.78
$-0.88
$-1.28
$-0.31
$0.07
$-1.58
$0.68
$0.42
$1.02
$3.52
$3.08
$10.45
Growth Rates4
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue YoY
10.4%
3.9%
2.9%
1.4%
7.8%
·
·
·
·
·
·
·
Revenue CAGR 3Y
5.7%
2.7%
4.0%
·
·
·
·
·
·
·
·
·
Revenue CAGR 5Y
5.2%
·
·
·
·
·
·
·
·
·
·
·
Dividends Paid CAGR 5Y
0.91%
·
·
·
·
·
·
·
·
·
·
·
Valuation (TTM)12
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Revenue TTM
$1.01B
$918M
$884M
$859M
$847M
$786M
$927M
$960M
$994M
$1.04B
$1.29B
$1.11B
Net Income TTM
$-197M
$-194M
$-274M
$-66M
$14M
$-230M
$97M
$69M
$162M
$555M
$523M
$1.61B
Market Cap
$4.74B
$5.04B
$3.33B
$2.42B
$3.71B
$1.60B
$3.81B
$6.11B
·
$10.20B
$12.46B
·
P/E
-23.7
-22.6
-12.1
-36.3
246.9
-6.8
39.6
103.0
64.4
20.1
26.2
8.0
P/S
4.7
5.5
3.8
2.8
4.4
2.0
4.1
6.4
·
9.8
9.7
·
P/B
1.9
1.8
1.4
0.8
1.2
0.7
1.4
2.1
·
2.5
2.6
·
P / Tangible Book
1.9
1.8
1.4
0.8
1.2
0.7
·
·
·
·
·
·
P / Cash Flow
14.8
17.8
11.3
7.2
13.0
12.8
10.7
17.8
·
24.4
23.1
·
Dividend Yield
4.0%
3.2%
4.8%
7.7%
3.9%
11.3%
12.5%
7.4%
·
7.6%
6.3%
·
Earnings Yield
-4.2%
-4.4%
-8.3%
-2.8%
0.41%
-14.8%
2.5%
0.97%
1.6%
5.0%
3.8%
12.5%
Payout Ratio
-95.5%
-83.1%
-58.1%
-282.0%
1005.7%
-73.3%
462.7%
657.7%
·
140.5%
150.5%
·
Annual Payout
$188M
$161M
$159M
$186M
$143M
$180M
$475M
$454M
$444M
$779M
$787M
$386M
Income Statement11
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Revenue
$250M
$242M
$262M
$253M
$250M
$249M
$274M
$220M
$216M
$209M
$239M
$218M
$212M
$215M
$228M
$211M
SG&A Expense
$9M
$8M
$9M
$7M
$8M
$8M
$7M
$6M
$7M
$8M
$8M
$6M
$9M
$7M
$7M
$7M
Operating Expenses
$277M
$278M
$282M
$281M
$281M
$286M
$269M
$240M
$218M
$232M
$193M
$232M
$230M
$217M
$237M
$232M
Interest Expense
·
·
·
·
·
·
·
·
·
·
·
·
·
$39M
·
$53M
Income Tax
$495.0K
$-3M
$-473.0K
$-710.0K
$-188.0K
$-822.0K
$-879.0K
$545.0K
$258.0K
$-1M
$-655.0K
$2M
$371.0K
$-2M
$-258.0K
$-166.0K
Net Income
$-27M
$-36M
$-19M
$-87M
$-41M
$-50M
$-211M
$-108M
$252M
$-127M
$62M
$-263M
$-15M
$-59M
$2M
$-15M
EPS (Basic)
$-0.10
$-0.14
$-0.08
$-0.34
$-0.16
$-0.20
$-0.95
$-0.50
$1.16
$-0.59
$0.28
$-1.22
$-0.07
$-0.27
$0.00
$-0.07
EPS (Diluted)
$-0.10
$-0.14
$-0.08
$-0.34
$-0.16
$-0.20
$-0.95
$-0.50
$1.16
$-0.59
$0.28
$-1.22
$-0.07
$-0.27
$0.00
$-0.07
Shares (Basic)
273,715,000
258,028,000
·
254,130,000
253,085,000
252,992,000
·
218,420,000
216,180,000
216,036,000
·
215,632,000
215,457,000
215,291,000
·
215,134,000
Shares (Diluted)
273,715,000
258,028,000
·
254,130,000
253,085,000
252,992,000
·
218,420,000
216,180,000
216,036,000
·
215,632,000
215,457,000
215,291,000
·
215,134,000
EBITDA
·
$86M
·
·
·
$95M
·
·
·
$71M
·
·
·
$75M
·
·
Balance Sheet10
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Cash & Equivalents
$227M
$182M
$280M
$290M
$131M
$253M
$90M
$116M
$71M
$120M
$95M
$112M
$92M
$112M
$100M
$110M
Total Assets
$8.52B
$8.19B
$8.37B
$8.42B
$8.73B
$8.68B
$8.57B
$7.59B
$7.78B
$7.36B
·
$7.59B
$7.89B
$7.92B
·
$8.07B
Total Liabilities
$5.62B
$5.68B
$5.84B
$5.84B
$6.07B
$5.94B
$5.72B
$5.00B
$5.19B
$5.00B
·
$5.09B
$5.09B
$5.06B
·
$5.09B
Long-term Debt
$4.85B
$4.85B
$5.07B
$5.08B
$5.23B
$5.23B
$4.89B
$4.34B
$4.37B
$4.10B
·
$4.17B
$4.17B
$4.20B
·
$4.26B
Common Stock
$3M
$3M
$3M
$3M
$3M
$3M
$3M
$2M
$2M
$2M
·
$2M
$2M
$2M
·
$2M
Retained Earnings
$-3.93B
$-3.86B
$-3.78B
$-3.72B
$-3.58B
$-3.50B
$-3.41B
$-3.16B
$-3.01B
$-3.23B
·
$-3.09B
$-2.79B
$-2.74B
·
$-2.61B
AOCI
$-5.0K
$-7.0K
$-9.0K
$-11.0K
$-13.0K
$-14.0K
$-34.0K
$-179.0K
$-32.0K
$-337.0K
·
$556.0K
$1M
$752.0K
·
$13.0K
Stockholders' Equity
$2.83B
$2.44B
$2.45B
$2.51B
$2.59B
$2.66B
$2.76B
$2.51B
$2.51B
$2.29B
·
$2.43B
$2.73B
$2.78B
·
$2.90B
Liabilities + Equity
$8.52B
$8.19B
$8.37B
$8.42B
$8.73B
$8.68B
$8.57B
$7.59B
$7.78B
$7.36B
·
$7.59B
$7.89B
$7.92B
·
$8.07B
Shares Outstanding
284,076,260
260,632,896
256,990,913
256,296,193
253,199,243
253,030,425
252,925,496
225,947,306
216,403,221
216,091,693
215,976,614
215,655,497
215,617,797
215,361,920
215,241,129
215,146,141
Cash Flow11
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
D&A
$89M
$86M
$88M
$94M
$91M
$95M
$84M
$76M
$74M
$71M
$73M
$74M
$74M
$75M
$76M
$75M
Stock-based Comp
$7M
$6M
$5M
$5M
$5M
$3M
$4M
$3M
$2M
$3M
$2M
$1M
$5M
$5M
$4M
$4M
Deferred Tax
$495.0K
$-3M
$-473.0K
$-710.0K
$-188.0K
$-822.0K
$-879.0K
$545.0K
$258.0K
$-1M
$-655.0K
$2M
$371.0K
$-2M
$-258.0K
$-166.0K
Other Non-cash
·
$24M
·
·
·
$41M
·
·
·
$115M
·
·
·
$61M
·
·
Operating Cash Flow
$67M
$77M
$50M
$112M
$71M
$88M
$55M
$100M
$67M
$61M
$49M
$107M
$58M
$81M
$53M
$170M
Investing Cash Flow
$-338M
$-55M
$-7M
$-4M
$-232M
$-83M
$37M
$66M
$-56M
$-27M
$20M
$-27M
$-59M
$118M
$-48M
$-4M
Net Debt Issued
·
$-221M
·
·
·
$-122M
·
·
·
$-225M
·
·
·
$-169M
·
·
Stock Issued
·
·
·
·
·
·
·
·
·
$0
·
·
·
·
·
$-32.0K
Dividends Paid
$52M
$49M
$46M
$46M
$46M
$50M
$41M
$40M
$41M
$39M
$39M
$39M
$39M
$42M
$40M
$70M
Financing Cash Flow
$311M
$-125M
$-51M
$46M
$42M
$162M
$-145M
$-118M
$-54M
$667.0K
$-87M
$-57M
$-20M
$-174M
$12M
$-159M
Net Change in Cash
$40M
$-102M
$-8M
$155M
$-119M
$167M
$-52M
$48M
$-43M
$35M
$-18M
$23M
$-21M
$25M
$16M
$7M
Profitability4
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Net Margin
-10.8%
-15.0%
·
-34.5%
-16.4%
-20.1%
·
-49.1%
116.9%
-60.7%
·
-120.3%
-7.0%
-27.3%
·
-7.2%
EBITDA Margin
·
35.6%
·
·
·
38.2%
·
·
·
34.2%
·
·
·
34.9%
·
·
ROA
-0.31%
-0.43%
·
-1.1%
-0.50%
-0.62%
·
-1.4%
3.2%
-1.7%
·
-3.4%
-0.19%
-0.73%
·
-0.18%
ROE
-1.0%
-1.4%
·
-3.5%
-1.6%
-2.0%
·
-4.4%
9.6%
-5.0%
·
-9.8%
-0.53%
-2.0%
·
-0.51%
Efficiency1
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Asset Turnover
0.0
0.0
·
0.0
0.0
0.0
·
0.0
0.0
0.0
·
0.0
0.0
0.0
·
0.0
Per Share6
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Book Value / Share
$9.95
$9.35
·
$9.80
$10.21
$10.53
·
$11.12
$11.58
$10.58
·
$11.28
$12.67
$12.89
·
$13.48
Revenue / Share
$0.91
$0.94
·
$1.00
$0.99
$0.99
·
$1.01
$1.00
$0.97
·
$1.01
$0.99
$1.00
·
$0.98
Cash Flow / Share
·
$0.30
·
·
·
$0.35
·
·
·
$0.28
·
·
·
$0.38
·
·
Cash / Share
$0.80
$0.70
·
$1.13
$0.52
$1.00
·
$0.52
$0.33
$0.56
·
$0.52
$0.43
$0.52
·
$0.51
Dividend Paid / Share
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.17
$0.15
EPS (TTM)
$-0.66
$-0.72
·
$-1.65
$-1.81
$-0.49
·
$0.35
$-0.37
$-1.60
·
$-1.56
$-0.41
$-0.41
·
$-0.28
Valuation (TTM)12
Metric
Trend
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Revenue TTM
$1.01B
$1.01B
·
$1.03B
$993M
$959M
·
$883M
$881M
$878M
·
$874M
$866M
$858M
·
$860M
Net Income TTM
$-170M
$-183M
·
$-390M
$-410M
$-118M
·
$79M
$-75M
$-342M
·
$-335M
$-87M
$-88M
·
$-85M
Market Cap
$7.16B
$4.93B
·
$4.66B
$4.10B
$4.34B
·
$4.12B
$3.34B
$3.72B
·
$2.35B
$2.43B
$2.28B
·
$1.71B
P/E
-38.2
-26.2
·
-11.0
-8.9
-35.0
·
52.1
-41.7
-10.8
·
-7.0
-27.5
-25.9
·
-28.4
P/S
7.1
4.9
·
4.5
4.1
4.5
·
4.7
3.8
4.2
·
2.7
2.8
2.7
·
2.0
P/B
2.5
2.0
·
1.9
1.6
1.6
·
1.6
1.3
1.6
·
1.0
0.9
0.8
·
0.6
P / Tangible Book
2.5
2.0
·
1.9
1.6
1.6
·
1.6
1.3
1.6
·
1.0
0.9
0.8
·
0.6
P / Cash Flow
·
63.7
·
·
·
49.1
·
·
·
60.9
·
·
·
28.3
·
·
Dividend Yield
2.7%
3.8%
·
3.9%
4.3%
4.0%
·
3.9%
4.7%
4.2%
·
6.8%
7.8%
8.2%
·
10.9%
Earnings Yield
-2.6%
-3.8%
·
-9.1%
-11.2%
-2.9%
·
1.9%
-2.4%
-9.3%
·
-14.3%
-3.6%
-3.9%
·
-3.5%
Payout Ratio
·
-134.9%
·
·
·
-100.6%
·
·
·
-30.9%
·
·
·
-71.2%
·
·
Annual Payout
$193M
$187M
·
$183M
$177M
$173M
·
$159M
$158M
$157M
·
$160M
$191M
$187M
·
$186M
Most recent period on the left · null values shown as ·
Financial Statements
Income statement, balance sheet, cash flow — annual, last 5 years
16
Metric
2025-12-31
2024-12-31
2023-12-31
2022-12-31
2021-12-31
Revenue
$1.01B
$918M
$884M
$859M
$847M
Net Income
$-197M
$-194M
$-274M
$-66M
$14M
Diluted EPS
$-0.78
$-0.88
$-1.28
$-0.31
$0.07
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F)
374 filers
· $8.3B total
· As of Sept. 30, 2026
17
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders374
Value held$8.3B
New positions64
Exited positions21
Institutional activity — Q2 2026 vs prior quarter
New positions
Exited positions
Increased
Decreased
Net shares change
64 (+14 vs prior Q)
21 (-7 vs prior Q)
154 (+24 vs prior Q)
80 (-3 vs prior Q)
+52.6M
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
Filer
Filed
Stake
Status
Purpose
Filing
THE PASSIVE INVESTMENT TRUST, SHARON BERGER
×4 filings
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders
41 insiders
· 18 officers · 22 directors